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Advanced Packaging

Advanced packaging stacks and connects finished dies into a single high-performance part, which has become the main way to add capability now that shrinking transistors is slowing. It is the step where accelerators and memory are joined together.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
76	AllianceBernstein Nashville, Tennessee	$319M	-$11.4M	5	0.13%	Reduced
77	CBT Capital Bank & Trust Irvine, California	$319M	+$23.1M	2	3.7%	Increased
78	Parametric Portfolio Associates Seattle, Washington	$299M	+$10.4M	8	0.17%	Increased
79	ClearBridge Investments New York	$299M	+$7.36M	1	0.21%	Increased
80	Royce & Associates New York	$298M	-$16.9M	6	2.05%	Reduced
81	NC Northcape Capital Sydney, Australia	$297M	+$1.84M	1	30.92%	Increased
82	Epoch Investment Partners New York	$290M	-$68.6M	2	1.56%	Reduced
83	Sarasin & Partners London, United Kingdom	$284M	+$3.59M	1	2.96%	Increased
84	Mondrian Investment Partners London, United Kingdom	$279M	-$8.42M	3	5.32%	Reduced
85	CI Investments Inc Toronto, Ontario, Canada	$260M	-$8.41M	3	0.95%	Reduced
86	Assenagon Asset Management Senningerberg, Luxembourg	$259M	+$182M	3	0.88%	Increased
87	Neuberger Berman Group New York	$258M	-$19.7M	4	0.23%	Reduced
88	Saturna Capital Bellingham, Washington	$253M	-$3.01M	1	5.2%	Reduced
89	American Century Companies Kansas City, Missouri	$253M	-$2.96M	5	0.17%	Reduced
90	Envestnet Asset Management Chicago, Illinois	$250M	-$8.25M	7	0.14%	Reduced
91	Canada Life Winnipeg, Manitoba, Canada	$242M	+$68.1M	5	0.55%	Increased
92	Deutsche Bank Frankfurt Am Main Ge, Germany	$238M	-$22M	9	0.12%	Reduced
93	BNP Paribas Asset Management Paris, France	$238M	+$73M	2	0.85%	Increased
94	Geode Capital Management Boston, Massachusetts	$232M	+$28.2M	7	0.03%	Increased
95	Fred Alger Management New York	$225M	-$144M	1	0.53%	Reduced
96	Raymond James & Associates St Petersburg, Florida	$223M	+$9.64M	6	0.2%	Increased
97	Railway Pension Investments London, United Kingdom	$219M	$0	1	1.83%	Maintained
98	Mawer Investment Management Calgary, Alberta, Canada	$213M	+$10.7M	1	1.05%	Increased
99	Intermede Investment Partners London, United Kingdom	$210M	-$3.75M	1	4.77%	Reduced
100	Jane Street New York	$202M	+$124M	7	0.08%	Increased